About this role
Associate Wealth Advisor at Waverly Advisors, LLC. Location: Atlanta, Georgia, United States. Role: Develop plans, Evaluate finances, Collaborate clients Requirements: Bachelor’s in Finance/Financial Planning/Business; 3-5 years financial planning; CFP; experience with Salesforce/Orion/Schwab; proficient in Excel; EMoney/Right Capital/MoneyGuide Pro; strong communication; team and client-focused. Category: Finance and Accounting Seniority: Mid Level Tools: eMoney, Right Capital, MoneyGuidePro, Salesforce, Orion, Schwab, Microsoft Excel Certifications: cfp Commitment: Full Time Workplace: Onsite Languages: English